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Xinyu Z
Series 66
Pembroke, MA
J.P. Morgan Securities
Xinyu Zhuo is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, Xinyu works closely with clients to identify their financial goals and develop strategies aimed at pursuing short-, mid-, and long-term objectives. Xinyu also offers guidance on investing, retirement planning, and saving for unexpected expenses, and provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. With a focus on helping clients manage complex financial priorities—such as home purchases, education funding, elder care, and healthcare preparation—Xinyu offers personalized portfolio strategies and ongoing advice to adapt to changing client needs. Xinyu holds the Personal Investment Advisor (PIA) designation and has earned both a bachelor’s and master’s degree from the University of North Carolina System. Fluent in English and Chinese, Xinyu supports clients in multiple languages.
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